IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Top Sells

1
+$13.1M
2
+$6.33M
3
+$6.16M
4
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$4.36M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.17M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4326
$38 ﹤0.01%
+17
4327
$38 ﹤0.01%
+6
4328
$38 ﹤0.01%
+2
4329
– –
0
4330
– –
0
4331
$37 ﹤0.01%
+1
4332
$37 ﹤0.01%
+2
4333
$37 ﹤0.01%
+1
4334
$36 ﹤0.01%
+10
4335
– –
0
4336
$36 ﹤0.01%
+3
4337
$36 ﹤0.01%
+12
4338
– –
0
4339
– –
0
4340
$35 ﹤0.01%
+10
4341
$35 ﹤0.01%
+1
4342
$35 ﹤0.01%
+14
4343
$34 ﹤0.01%
+1
4344
$34 ﹤0.01%
+8
4345
$34 ﹤0.01%
+3
4346
$34 ﹤0.01%
+1
4347
– –
0
4348
– –
0
4349
$34 ﹤0.01%
+4
4350
$34 ﹤0.01%
+2
172 173
174
175 176